美股科技“七巨头”单日市值蒸发近8000亿美元，Alphabet、特斯拉财报引发AI支出担忧
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Bank of America raised its capital expenditure forecasts for Alphabet, Meta, and AWS.
According to BlockBeats, on July 8th, Bank of America revised its capital expenditure forecasts for Alphabet, Meta, and AWS upwards for 2026 and 2027. Alphabet's 2026 capital expenditure forecast was revised upwards from $187 billion to $195 billion, and its 2027 forecast from $257 billion to $290 billion. Meta's 2026 forecast was revised upwards from $130 billion to $145 billion, and its 2027 forecast from $157 billion to $185 billion. AWS's 2026 forecast remained at $159 billion, while its 2027 forecast was revised upwards from $196 billion to $230 billion.
Du Jun: Metagent founder Li Bojie refuses to fulfill investment agreement and has gone missing.
According to Odaily Odaily, Du Jun, co-founder of ABCDE Capital, wrote that Li Bojie, founder of Metagent, is "the founder with the least sense of contractual obligation" he has ever worked with. Du Jun stated that Li Bojie founded Metagent in 2024 and received investment from ABCDE Capital, but subsequently refused to fulfill the basic obligations stipulated in the investment agreement, including updating investors on business progress and financial status, and later even disappeared. Du Jun said that venture capitalists can accept project failures, but cannot accept fraudulent behavior such as founders "running away" after receiving investment.
Strategy sold over $200 million worth of BTC in a single week, while Metaplanet made its first BTC purchase in ten weeks.
According to data from SoSoValue, as of 8:00 AM Odaily on July 6, 2026, the total net purchase of Bitcoin by global listed companies (excluding mining companies) last week was $10.57 million, a decrease of 27.85% compared to the previous week. Strategy (formerly MicroStrategy) sold 1,363 bitcoins for approximately $80.8 million on June 30, at an average price of $59,256, reducing its holdings to 846,000 bitcoins; on July 5, it sold another 2,225 bitcoins for approximately $135 million, at an average price of $60,773, further reducing its holdings to 843,775 bitcoins. For the first time in 10 weeks, Japanese listed company Metaplanet announced an investment of $225 million to purchase 2,823 bitcoins at a price of $79,664, bringing its total holdings to 40,177 bitcoins. In addition, two other companies purchased Bitcoin last week. Brazilian Bitcoin company OrangeBTC announced on July 5th that it purchased 1 Bitcoin, the exact amount of which was not disclosed, bringing its total holdings to 3,897 Bitcoins. Asset management company Strive announced on July 6th that it spent $1.68 million to purchase 17.76 Bitcoins at a price of $64,761, bringing its total holdings to 19,882 Bitcoins. As of press time, the total number of Bitcoins held by listed companies worldwide (excluding mining companies) is 1,141,812, a decrease of 0.04% compared to last week. The current market value is approximately $70.3 billion, accounting for 5.7% of Bitcoin's circulating market capitalization.
Meta's Chief AI Officer Responds to Market Misunderstandings: Zuckerberg's Comments on Slowing AI Agent Development Did Not Specifically Refer to Meta
Odaily Odaily that in response to media reports that Meta CEO Mark Zuckerberg told employees in an internal meeting that AI agent development over the past four months had not "accelerated at the pace we expected," Meta Chief AI Officer Alexander Wang clarified that Zuckerberg was referring to the overall progress of the entire industry in intelligent agent capabilities, not Meta itself. He also revealed that Meta is about to release a new round of Muse Spark updates, which will significantly improve the programming capabilities and intelligent agent capabilities of models to more competitively compete with leading models in the industry, and will be gradually rolled out to Meta AI and the new API platform.
Everbright Securities: Meta computing power leasing is a resource optimization method and does not change the medium-to-long-term expansion plan.
According to Odaily Odaily, Meta is venturing into external computing power leasing. A recent research report from Everbright Securities states that Meta's underlying logic for entering the cloud computing market is to create a new monetization channel for its massive AI infrastructure investments. This reflects that cloud computing is currently the fastest and most reliable way to recover huge upfront investments and improve current returns. It also indicates that the ability to monetize externally has become a cash flow guarantee for Meta to continue expanding its AI investments. Meta's overall plan to continuously increase its investment in AI computing power in the medium to long term has not changed. (Jinshi)
Wells Fargo raises its price target for Meta to $767.
According to Odaily Odaily, Wells Fargo has raised its price target for Meta Platforms from $765 to $767, maintaining its "overweight" rating.